1,062 Financial Services companies in United States

1,062 Financial Services companies in United States with 1,732 founders and decision-makers, led by New York. 911 verified founder emails. Updated 2026-10-03.

Key findings

• FindMeMail tracks 1,062 Financial Services companies in United States, with 1,732 founders and decision-makers listed.
• New York is the top city, with 152 of them (14%), followed by San Francisco (101).
• The most common team size is 1-10 employees (87% of companies).
• 304 (29%) were founded in the last three years.
• 218 have a recorded funding round; the most common is Seed (90).
• 584 companies (55%) have at least one verified founder email, 911 verified emails in total.

Breakdown

Top cities

• New York: 152 (14%)
• San Francisco: 101 (10%)
• Miami: 31 (3%)
• Chicago: 26 (2%)
• Atlanta: 24 (2%)
• Los Angeles: 20 (2%)
• Boston: 16 (2%)
• Austin: 16 (2%)

Team size (employees)

• 1-10: 921 (87%)
• 11-50: 79 (7%)
• 101-250: 15 (1%)
• 51-100: 15 (1%)
• 1001-5000: 10 (1%)
• 501-1000: 8 (1%)

Latest funding round

• Seed: 90 (8%)
• Pre-Seed: 47 (4%)
• Venture - Series Unknown: 18 (2%)
• Debt Financing: 15 (1%)
• Grant: 12 (1%)
• Non-equity Assistance: 7 (1%)
• Series A: 6 (1%)
• Angel: 5 (0%)

Founded (last 10 years)

• 2017: 48 (5%)
• 2018: 36 (3%)
• 2019: 33 (3%)
• 2020: 41 (4%)
• 2021: 35 (3%)
• 2022: 33 (3%)
• 2023: 22 (2%)
• 2024: 4 (0%)
• 2025: 256 (24%)
• 2026: 44 (4%)

Recently added Financial Services companies in United States

• ESGINE INC. — Washington, United States: ESGine develops a RegTech platform that automates ESG and climate compliance checks against global sustainability regulations.
• Fractional Family Office Inc. — Los Angeles, United States: Fractional Family Office provides HNW families with tax planning, investment strategy, and estate planning through a shared-resource model
• Bellerophon Wealth Management — Charleston, United States: Bellerophon Wealth Management - Charleston Financial Advisor for Business Owners Financial Planning Grounded in Strategy, Lifted by Vision
• CresAlta Investment Management — Greenwood Village, United States: CresAlta Investment Management designs and manages actively managed equity strategies offered through ETFs and separately managed accounts.
• Cartesian Digital — Stamford, United States: Cartesian Digital is an international professional services firm dedicated to the digital asset sector
• Identiti Financial — New York, United States: Identiti Financial is a financial planning and advisory firm that offers wealth management and retirement planning services.
• Capital Ark — Washington, United States: Capital Ark is a financial services and venture-focused firm that provides investment solutions & strategic advisory services.
• VETROS Financial Solutions — Jacksonville, United States: Veteran-founded online financial education and loan comparison platform connecting everyday Americans with trusted lenders.
• Acta Wealth Management — Panama City Beach, United States: Acta Wealth Management provides investment advisory, portfolio management, and consolidated financial reporting services.
• Hudnall Capital Advisors — Charleston, United States: Hudnall Capital Advisors is a financial services company that offers wealth management, loans, and retirement planning services.
• TrueGrit Capital — Richmond, United States: TrueGrit Capital is a financial services firm that focuses on healthcare and financial services for knowledge industries.
• Ozarks Capital — Springfield, United States: Ozarks Capital provides mergers and acquisitions advisory, financial consulting, and private capital services for businesses.
• Vitaro Group — Oklahoma City, United States: Vitaro Group is a financial services firm that provides transaction management, advisory, custodial, and underwriting services.
• Roomiy Finance — San Francisco, United States: Roomiy Finance provides bulk room-night pre-purchase, financing, and distribution services for hotel owners and operators.
• Midwest BioCapital — Madison, United States: Midwest BioCapital is a venture capital firm that provides biotech funding and early-stage investing.
• 9Dot Tax, LLC — Newport Beach, United States: 9Dot Tax is a tax planning and tax preparation firm founded by Zachary Ellis Taylor, serving business owners and high-income professionals.
• Firestone Partners — Atlanta, United States: Firestone Partners is a real estate investment firm that focuses on the acquisition and management of industrial properties.
• Synergy Financial Resources — Dell Rapids, United States: Synergy Financial Resources provides equipment financing programs and customized business financing solutions for commercial customers.
• CreditsIQ — Houston, United States: Credits IQ provides information and guidance on credit cards for consumers.
• PARROLI — Irvine, United States: Card-led asset wealth platform
• Capital Region Bookkeeping — Harrisburg, United States: Capital Region Bookkeeping is a financial services firm that provides bookkeeping and advisory for small businesses.
• Northern Pass Capital — New York, United States: Northern Pass Capital is an entrepreneur-led fund that acquires and grows a single business over a long-term period.
• Lease Logic — Sheridan, United States: Lease Logic develops Fly Forward, a commercial aircraft lease and asset management software platform.
• EMBD — Wilmington, United States: EMBD is a fintech company that provides real-time data intelligence, embedded payments, and a syndication marketplace.
• Reveon Health — Atlanta, United States: Reveon Health provides TiC-based reimbursement benchmarks and payer analytics for RCM teams and contract negotiation consultants.
• Steelbrook Capital — Bloomington, United States: Steelbrook Capital is an investment management company that provides private equity, venture capital, and mezzanine financing solutions.
• V1 Capital Aircraft Financing — Boca Raton, United States: V1 Capital Aircraft Financing arranges financing and leasing solutions for turboprop, corporate, commercial, and fractional aircraft.
• Binokl — Camden Wyoming, United States: Binokl provides a business model builder that helps founders visualize and adjust startup revenue, costs, and growth projections.
• MTX Ventures — Frisco, United States: MTX Ventures is a venture investment firm that invests in AI and enterprise software companies.
• Saber Capital — New York, United States: Saber Capital provides financial advisory and investment management services for institutions and individuals.

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Frequently asked questions

How many Financial Services companies in United States are there?

FindMeMail currently lists 1,062 Financial Services companies in United States with at least one founder or decision-maker identified. The count updates daily as new companies are added.

Where are most Financial Services companies in United States based?

New York (152), San Francisco (101), Miami (31).

How do I contact founders of Financial Services companies in United States?

911 verified founder emails are available for these companies on FindMeMail. Create a free account to get 50 free reveals, then buy one-time credit packs from $12.

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Methodology: counts include companies in the FindMeMail database with at least one identified founder or decision-maker. Data refreshes automatically as new companies are added.